See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 27 · EIN 20-0461050 | Advisory (Plan) | $31,555 |
PPPWU OF NORTH AMERICA1 year Filed as: PPPWU LOCAL 612M Service code 13 · EIN 22-2873827 | Contract Administrator | $14,974 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $13,990 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 720 EAST MAIN ST UNIT 2S · MOORESTOWN, NJ 08057 | Actuarial | $13,500 |
Filed as: GERSON & ASSOCIATES Service code 10 · EIN 22-3163246 | Accounting | $12,000 |
ORANSKY SCARAGGI & BORG P.C.10+ years Service code 29 · EIN 22-3522685 | Legal | $12,000 |
WASILEWSKI & KEATING PC10+ years Service code 10 · EIN 22-2676761 | Accounting | $5,000 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 3.90% | 7.37%-3.5pp | 9.14%-5.2pp | 9.77%-5.9pp |
| Employer contribution / active EE | $2,483 | $11,180-77.8% | $21,225-88.3% | $13,890-82.1% |
| Participant deferral / active EE | $0 | $0 | $22-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |